See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $586,347 | $142,344+311.9% | $119,609+390.2% | $134,475+336.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -8.08% | -12.44%+4.4pp | -14.97%+6.9pp | 417.96%-426.0pp |
| Employer contribution / active EE | $18,153 | $5,222+247.6% | $4,232+328.9% | $4,740+283.0% |
| Participant deferral / active EE | $5,263 | $6,469-18.7% | $5,602-6.1% | $6,400-17.8% |
| Admin fee / account holder | $99,397 | $13,584+631.7% | $10,323+862.8% | $11,426+769.9% |